A complete list of active advisors currently associated with Forward Financial LLC

Warmer can help you find a great advisor at Forward Financial LLC or one who fits your needs even better.

Forward Financial provides discretionary asset management, financial planning (including general planning and business exit planning), and retirement plan consulting to individuals, high‑net‑worth clients, and business entities. The firm also offers 401(k) consulting and coordinates with third‑party managers and sub‑advisors, and it reported about $78.5 million in discretionary assets across roughly 88 client relationships as of the most recent filing. The firm’s investment process emphasizes individualized asset allocation and ongoing portfolio monitoring informed by modern portfolio theory, with the firm exercising discretionary trading authority and employing both long‑term purchase and trading strategies as appropriate. Forward Financial may hire or recommend sub‑advisors and third‑party managers, serving as a liaison that monitors models and delivers ongoing reports and disclosures to clients. Compared with many peers, Forward Financial’s offering of ERISA plan services — including the option to serve as a limited‑scope 3(21) adviser or as a full 3(38) investment manager — is notable and is identified in the brochure as part of its fiduciary service set. The firm also provides structured business exit planning supported by a Certified Exit Planner credential and discloses referral and TPM fee arrangements and other potential conflicts of interest it manages.

To learn more about the advisors currently working at Forward Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.